News & Opinions
Waking up on the first day of your retirement with nothing planned may seem like bliss. But after a while, the novelty wears off. It is then that many retirees hit a slump and start questioning their purpose and value as individuals. In the third and final article in our Retirement Readiness series, we explore the question Have you got enough to do?
Yet another investment scam has hit the South African news headlines. Thousands of investors will lose money after entrusting funds to BHI Trust, which was essentially a fraudulent Ponzi scheme. The BHI Trust allegedly raked in almost R3bn, and only around R4m has been tracked down. Veritas Wealth, a regulated and licensed financial advisory business, reflects on its role in keeping its clients’ funds safe.
Stepping into retirement is a bigger lifestyle transition than most people realise. To help you prepare, American author Mitch Anthony says you should ask yourself three key questions.
Last month, we considered your mental preparedness under the title: Have you had Enough? Now, in the second article in our Retirement Readiness series, we delve into the question: Do you have Enough?
To assist our long-standing clients and their families who are planning a move or are currently residing in the UK, Veritas has partnered with a UK financial planning firm that shares our lifestyle planning philosophy.
Veritas will continue to operate from its office in Cape Town and will offer this service to clients who emigrate, as an extension of our broader financial planning services.
Retirement is something many people look forward to with anticipation and excitement. But before closing the door on your career, it may be a good idea to consider 3 questions in order to make the most of your golden years :
• Have You Had Enough?
• Do You Have Enough?
• Do You Have Enough To Do?
In the first of three articles on preparing for retirement, we consider your mental preparedness?
Do you have your sights set on a job overseas or are you mulling over the idea of spending half of the year offshore now that you are retired? Do not make the mistake that many South Africans make, thinking that once you pay tax in a foreign country, you are no longer tied to SARS.
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